Filed February 23, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 55 9785 TOWNE CTR DR · SAN DIEGO, CA 92121 | Other Commissions | $34,125 |
DOWNEAST PENSION SERVICES, INC.6+ years Service code 13 41 CAMPUS DR · NEW GLOUCESTER, ME 04260 | Contract Administrator | $10,000 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 1801 CALIFORNIA ST 23RD FL · DENVER, CO 80202 | Advisory (Plan) | $9,034 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $6,068 |
Service code 64 · EIN 84-0467907 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,350 | $64,286-12.3% | $90,970-38.1% | $73,412-23.2% |
| Participation rate | 94.8% | 63.6%+31.2pp | 69.0%+25.8pp | 72.2%+22.7pp |
| Annual return | 16.47% | 21.46%-5.0pp | 134.58%-118.1pp | 59.30%-42.8pp |
| Employer contribution / active EE | $1,322 | $895+47.8% | $2,122-37.7% | $2,234-40.8% |
| Participant deferral / active EE | $3,491 | $2,453+42.3% | $3,373+3.5% | $3,806-8.3% |
| Admin fee / account holder | $19 | $287-93.3% | $5,960-99.7% | $158-87.9% |